Senior Wealth Management Software Implementation Consultant

CFA Institute; Burlington (VT); On-site; USD 90,000 - 158,000; Full time

Benefits offered by this job

401K with company match

Insurance coverage (health, dental, V/

Paid time off

Job summary

State Street is seeking Senior Consultants in its Wealth Management practice to lead and define client requirements for CRIMS implementations and upgrades. You will configure solutions, train clients, and ensure readiness for go-live while demonstrating broad CRIMS knowledge.

Travel up to 30-50% across the U.S. and Canada is typical. Strong communication and problem-solving skills are essential to deliver high-quality client service and drive project success.

Qualifications

• 5+ years' experience in wealth management solutions implementation or support.
• Strong knowledge of wealth management industry practices including asset allocation, model management, and rebalancing.
• Basic SQL and relational database understanding; familiarity with FIX or similar protocols is a plus.

Responsibilities

• Serve as a Wealth subject-matter expert in wealth management implementation and upgrade projects.
• Assist other Professional Services team members and share best practices.
• Analyze client requirements to support sales opportunities and proof-of-concept work.
• Educate clients on CRIMS functionality and best practices for implementation and operation.
• Monitor client needs to identify enhancements and communicate product improvements.

Skills

Wealth management knowledge

SQL basics

Client service

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Engineering/CS

CFA (preferred)

Tools

FIX protocol

Job description

State Street is seeking Senior Consultants in its Wealth Management practice to lead and define client requirements for CRIMS implementations and upgrades. You will configure solutions, train clients, and ensure readiness for go-live while demonstrating broad CRIMS knowledge.

Travel up to 30-50% across the U.S. and Canada is typical. Strong communication and problem-solving skills are essential to deliver high-quality client service and drive project success.